interest rate policy benign. as long as foreign exchange volatility remains rather muted, becky, risk asset, both housing and equity should continue to do well. we expect s&ps probably to get above 1500 by the end of march, beginning part of april. >> i'm sure people everywhere are going to be irritated with you this morning, john. let's talk about some of the things that we heard from these companies who have reported today. we spoke with ellen kullman the ceo of dupont a little earlier. we talked about how things like construction are expected to be very strong in the first half of the year. but things like automobiles, maybe not as strong as they were at the end of 2012. is that things that the stock market knows at this point or is this things that could actually move some of those other indices? she also talked about something something being very strong and maybe that helps somebody like a john deere. >> those are two different stories. fnks financing rates and borrowing rates remind very, very kind and a t